Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLBFX (AMERICAN BALANCED FUND CLASS 529-F-1) | 9.49% | 24.08% | 17.72% | 8.88% | 9.72% | 9.89% | 8.49% | … | … |
Data as of 06/04/2026, Common starting date is 03/14/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLBFX (AMERICAN BALANCED FUND CLASS 529-F-1) | 03/14/2002 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 24.08 | 17.72 | 8.88 | 9.72 | 9.89 | 8.49 | … | … | 9.49 | 18.61 | 15.14 | 14.16 | -12.56 | 12.35 | 7.71 | 19.37 | -2.55 | 15.68 | 8.75 | 1.82 | 9.06 | 21.88 | 14.32 | 3.98 | 13.60 | 21.31 | -25.61 | 6.71 | 11.99 | 3.15 | 8.26 | 21.10 | -11.27 |
| Sharpe Ratio | NA | 2.64 | 1.52 | 0.61 | 0.76 | NA | NA | … | … | 2.22 | 1.39 | 1.31 | 1.27 | -0.96 | 1.44 | 0.38 | 2.59 | -0.41 | 3.82 | 1.13 | 0.19 | 1.21 | 2.67 | 1.63 | 0.26 | 1.26 | 1.24 | -1.10 | 0.37 | 1.33 | 0.14 | 1.06 | 1.96 | -0.89 |
| Standard Deviation(%) | NA | 8.71 | 9.74 | 10.66 | 10.78 | NA | NA | … | … | 10.12 | 11.33 | 8.77 | 8.31 | 14.57 | 8.53 | 19.54 | 6.92 | 9.52 | 3.95 | 7.53 | 9.43 | 7.45 | 8.19 | 8.83 | 15.33 | 10.70 | 17.16 | 23.97 | 9.55 | 6.48 | 6.26 | 6.87 | 10.39 | 16.74 |
| Draw Down(%) | NA | 6.98 | 10.66 | 20.32 | 22.33 | NA | NA | … | … | 6.98 | 10.66 | 4.55 | 7.10 | 19.20 | 4.04 | 22.33 | 3.49 | 10.43 | 1.44 | 5.59 | 7.88 | 4.85 | 5.16 | 6.42 | 11.61 | 9.30 | 19.08 | 34.66 | 5.60 | 4.73 | 4.59 | 4.96 | 10.21 | 22.26 |
| Yield(%) | 0.00 | 8.83 | 7.22 | 4.53 | 5.36 | 6.43 | 5.88 | … | … | 0.32 | 9.19 | 7.93 | 2.79 | 1.56 | 1.48 | 1.59 | 4.78 | 5.81 | 6.06 | 4.62 | 5.53 | 7.67 | 1.98 | 2.21 | 2.37 | 2.77 | 3.09 | 3.68 | 5.20 | 5.04 | 4.14 | 4.04 | 1.15 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/14/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLBFX (AMERICAN BALANCED FUND CLASS 529-F-1) |
-8.59%
Feb 2006 – Feb 2009 |
-3.44%
Feb 2004 – Feb 2009 |
4.96%
May 2002 – May 2012 |
5.76%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLBFX (AMERICAN BALANCED FUND CLASS 529-F-1) |
20.46%
Feb 2009 – Feb 2012 |
18.13%
Feb 2009 – Feb 2014 |
12.69%
Feb 2009 – Feb 2019 |
10.76%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart